Rethinking Retirement Toolkit

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The Rethinking Retirement Toolkit

With the FCA due to report by the end of March on its thematic review of retirement strategies, we think the direction of travel from the regulator is clear. Firms will have to reassess existing retirement investment and income strategies. Plans that leave clients in accumulation-focussed portfolios or that lack a suitable amount of secure income will come under scrutiny. 

A new phase of retirement planning is on the horizon. That’s why we’re working together with our colleagues at Wealthtime and external experts at the lang cat to help you with Rethinking Retirement.

You can find lots more information on our thinking and get access a variety of tools and materials on our Rethinking Retirement Hub here

Rethinking Retirement Toolkit

These include:

  • Our Rethinking Retirement Roadshow programme: a nationwide programme of CPD-accredited workshops, featuring speakers from the lang cat, Wealthtime, Copia and Just – registration open now!
  • Articles, guides and videos
  • Coming soon: find out about the issues that are top of mind for advisers on retirement and other issues from our 2024 research in partnership with the lang cat  

Register for updates here to make sure you’re in the know as we publish new materials

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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